Service Advisors & Writers

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After Hours / Night Drop / Early bird – ProcedureMay 4, 2015 Air Conditioning Service: Three Levels – MenuMay 13, 2015 Appointment Preparation ChecklistAugust 13, 2015 Appointment Request (Except Advisors) – FormMay 16, 2015 Appointment Request (Mitchell / ShopKey) – Form 2May 16, 2015 Appointment Request (Service Advisor) – Form 3May 16, 2015 Brake Service Three Levels – MenuMay 16, 2015 Coolant Service: Three Levels – MenuMay 13, 2015 Customer Check Out – ProcedureMay 6, 2015 Customer Greeting and Interaction: All Employees – ProcedureMay 16, 2015 Customer Greeting and Interaction: Service Advisor – ProcedureMay 16, 2015 Customer Greeting and Interaction: Service Advisor – Procedure 2May 16, 2015 Customer Interaction Topics – ListMay 16, 2015 Determining the Priority of Vehicles to be servicedAugust 22, 2017 Engine / Transmission Estimating – FormMay 13, 2015 Estimate Preparation – ProcedureMay 16, 2015 Estimate Presentation – WorksheetMay 13, 2015 Estimating Details – FormMay 13, 2015 Fluid Leak Dye Testing Checklists – MenuMay 13, 2015 Fuel Injection Maintenance: Three Levels – MenuMay 13, 2015 Great Service Advisor – DescriptionMay 13, 2015 How to Create an Inspection Results Video for Customers and MarketingOctober 30, 2017 Incentive System for Service Advisors for Getting AppointmentsNovember 9, 2015 Inspect at No Charge Items – ListMay 13, 2015 Job Kits / Canned Jobs Titles – ProcedureMay 16, 2015 Labor Rates: Different Categories of Repair – GuideMay 13, 2015 Maintenance History Check and Estimating – FormMay 16, 2015 Maintenance Intervals for Vehicles above 120,000 Miles – ChartMay 16, 2015 Marketing Ideas for Slow Days – ListMay 16, 2015 New customer interview questionsJune 11, 2015 Notes on R.O. / Invoice – GuideMay 16, 2015 Oil Change Service – ProceduresMay 16, 2015 Oil Change Three Levels – Checklists for TechsMay 16, 2015 Oil Change Three Levels – Checklists for Techs 2May 16, 2015 Oil Change Three Levels – MenuMay 16, 2015 Parts Pricing – GuideMay 16, 2015 Phone Estimate Request Procedure – FormMay 16, 2015 Preventive Maintenance Scorecard – HandoutMay 16, 2015 R.O. / Invoice Completion – ChecklistMay 16, 2015 Recommendations To Do List – Form / HandoutMay 16, 2015 Repair Difficulty Levels for Tech Assignments – GuideMay 16, 2015 Scheduling the Next Appointment – ProcedureMay 16, 2015 Scheduling: Estimated Hours to Reserve – GuideMay 16, 2015 Selling Estimated Services – GuideMay 16, 2015 Service Advisor Job – GuidelinesMay 16, 2015 Service Advisor Priorities – GuidelinesMay 16, 2015 Service Advisor Tasks (Daily) – ChecklistMay 16, 2015 Service Advisor Tasks (Daily) – Checklist 2May 16, 2015 Transmission Maintenance Three levels – MenuMay 16, 2015 Tune-up Maintenance Three levels – MenuMay 16, 2015 Walk Around Write-up on Vehicle Arrival – FormMay 16, 2015 Warranties – SamplesMay 16, 2015 Warranty Billing – ProcedureMay 16, 2015 Websites and Software Programs for Service Advisors – FormMay 16, 2015 Wheel alignment Three levels – MenuMay 16, 2015 WIP / Work in Progress Screen – SystemMay 13, 2015
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